-56.4%
MSTR vs NUE
+82.6%
-139.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | +4.2% | +7.9% | +11.1% |
| 30D | +45.2% | -5.0% | +50.1% | +47.3% |
| 3M | +10.4% | -0.2% | +10.6% | +11.5% |
| 6M | -2.5% | +49.1% | -51.6% | -19.1% |
| YTD | -6.0% | +61.0% | -67.0% | -24.2% |
| 1Y | -56.4% | +82.5% | -138.9% | -66.8% |
| All | -56.4% | +82.6% | -139.0% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling